Sales Operations Manager

About Us

At Wellness Living, we empower health and wellness business owners to turn their passion into thriving businesses. Our mission-critical software supports thousands of entrepreneurs and millions of clients worldwide on their wellness journeys. We’re a customer-first company that values excellence, accountability, and adaptability, and we’re looking for people who thrive in a fast-paced environment and want to make a meaningful impact in the wellness industry.

Salary: $85,000 – $105,000

Reports to: VP of Sales

Location: Thornhill, ON (Hybrid)

Type: Full-time, permanent

Customer First – We approach every challenge with a deep commitment to our customers’ success and happiness.

Excellence – We hold ourselves to a high standard and strive for exceptional execution in everything we do.

Accountability – We take ownership of our decisions, actions, and results.

Adaptability – We embrace change, stay flexible, and continuously evolve in a dynamic world.

We are looking for a process-driven Sales Operations Manager to help strengthen, standardize, and scale our sales operations. In this role, you will design and improve end-to-end sales processes, build practical playbooks and resources, and ensure the sales team has the structure and guidance needed to execute consistently.

You will also serve as the primary Zoho CRM expert, configuring workflows, automations, views, dashboards, and guided processes that support BDRs, SDRs, Account Executives, and Demo Specialists. Your work will help improve representative productivity, accelerate onboarding, strengthen pipeline visibility and forecast accuracy, and drive more consistent sales performance.

• Establish, document, and continuously improve sales processes and procedures across the full sales cycle, including lead qualification, discovery, product demonstrations, closing, and handoffs between BDRs, SDRs, Account Executives, and Demo Specialists.
• Identify gaps, inefficiencies, and inconsistencies in existing sales processes and implement practical, scalable improvements.
• Collaborate with sales representatives and leadership to capture best practices and translate them into repeatable processes, procedures, and tools.
• Create and maintain clear standard operating procedures, workflows, and supporting documentation to promote consistent execution across the sales organization.

• Act as the primary Zoho CRM subject-matter expert and administrator for the sales team.
• Configure and optimize Zoho CRM, including custom modules, fields, layouts, views, workflows, blueprints, automations, and dashboards.
• Build guided processes within Zoho CRM that help sales representatives follow the appropriate steps at each stage of the sales cycle.
• Configure records, views, prompts, and workflows so representatives can quickly access relevant scripts, account information, required actions, and next steps.
• Ensure Zoho CRM supports efficient pipeline management, accurate reporting, and clear visibility into sales activity and performance.

• Establish and enforce standards for pipeline hygiene, CRM usage, data quality, activity tracking, and reporting accuracy.
• Develop dashboards and reports that provide clear visibility into pipeline health, sales activity, conversion rates, sales cycle length, and forecast accuracy.
• Monitor adoption of sales processes, playbooks, and CRM workflows, identifying where additional training, support, or refinement is needed.
• Analyze sales performance and workflow effectiveness to identify trends, bottlenecks, and opportunities for improvement.
• Continuously refine processes, workflows,…